Filed March 25, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $75,473 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,644 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,438 | $91,372-14.2% | $129,995-39.7% | $74,419+5.4% |
| Participation rate | 88.6% | 77.8%+10.8pp | 78.5%+10.1pp | 70.7%+17.9pp |
| Annual return | 17.60% | 23.21%-5.6pp | -137.18%+154.8pp | 34.38%-16.8pp |
| Employer contribution / active EE | $2,027 | $2,563-20.9% | $4,320-53.1% | $2,637-23.1% |
| Participant deferral / active EE | $6,123 | $4,721+29.7% | $5,820+5.2% | $4,528+35.2% |
| Admin fee / account holder | $100 | $283-64.6% | $10,614-99.1% | $348-71.2% |